Manulife Financial Privacy Policies
Introduction
Your Manulife clients, Your responsiblity
As a business owner or manager, you have obligations under the law to comply with PIPEDA as it relates to all aspects of your business.
The Manulife Privacy Policies, outlined here on Repsource, will assist you in being compliant with PIPEDA as you conduct Manulife business.
However, when it comes to any non-Manulife business, you must also put steps in place to manage and protect your clients’ personal information.
PIPEDA regulates the collection, use and disclosure of personal information and states that it must be:
- Collected with consent and for a reasonable purpose
- Used and disclosed only for the purpose for which it was collected
- Accurate
- Accessible for inspection and correction
- Safeguarded against unauthorized use or disclosure
This Government of Canada Web site www.privacyforbusiness.ic.gc.ca provides an overview of PIPEDA.
Personal Information Protection and Electronic Documents Act (PIPEDA)
Manulife Financial – Canadian Division Statement of Privacy Principles and Practices (developed for your clients).
Manulife Financial Privacy Policies (developed to help your business comply with PIPEDA.
Manulife Privacy Policies
Manulife Financial Privacy Policies
Accountability
Advisor business review
Buying or selling a block of business
Client access to personal information
Client complaints relating to privacy
Client’s privacy and confidentiality
Client’s refusal to provide consent or withdrawal of consent
Commingling client information
Correcting information
Education and communication of Privacy Policies
Electronic communications
Obtaining client consent from a third party
Obtaining consent
Obstructing a privacy investigation
Personal information collected before January 1, 2004
Providing information about Privacy to clients
Reassignment of clients
Retention of personal information
Manulife Privacy Policies are necessary to govern the collection, use and disclosure of personal information in a manner that recognizes:
- your clients’ privacy rights with respect to their personal information
- your need to collect, use and disclose personal information for purposes that a reasonable person would consider appropriate under the circumstances.
If appropriate, Manulife will require you to amend your policies and practices. Failure to respect Manulife’s Privacy Policies may result in the suspension or termination of your contract with Manulife.
- Review Manulife Privacy Policies.
- Consider how to apply the principles and policies to your situation.
- Identify what changes need to be made.
- Implement changes over the next six months.
- Some can be done immediately.
- Planning is better than a knee jerk reaction.